SEVN — SEVEN HILLS REALTY TRUST
As of Q2 2026, 22 SEC-registered investment managers reported holding SEVN (SEVEN HILLS REALTY TRUST) in their latest 13F filings, with a combined reported value of $37.84M across 4.51M shares. That is +15.6% by share count (+608.26K shares) versus the previous quarter, while reported value moved +18.5%. Ownership is concentrated: the five largest holders account for 87.1% of reported value and the top ten for 95.6%.
Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SEVN is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.05M | $17.28M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 1.24M | $11.07M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 889.51K | $7.50M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 600.69K | $5.07M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 189.21K | $1.59M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 180.66K | $1.52M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 90.98K | $766.98K | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 87.03K | $733.70K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 77.20K | $650.79K | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 69.92K | $589.43K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 55.68K | $469.39K | 0.00% | Add |
| Two Sigma Investments history | Q3 2024 | 27.42K | $377.56K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 39.77K | $335.22K | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 31.01K | $261.43K | 0.00% | New |
| Citadel Advisors history | Q1 2026 | 30.70K | $252.35K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 24.78K | $208.87K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 20.09K | $169.38K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2024 | 12.81K | $165.53K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 19.29K | $162.57K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 18.50K | $155.96K | 0.00% | Add |
New Positions (Q2 2026)
- Arrowstreet Capital 31.01K sh · $261.43K
- Marshall Wace 11.66K sh · $98.33K
- JPMorgan Chase & Co 9.60K sh · $81.76K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 30.70K sh · $252.35K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 1.02M | 1.07M | 1.05M | 1.03M | 1.05M | 1.65M | 1.62M | 2.05M |
| Morgan Stanley | 638.24K | 723.78K | 766.18K | 781.99K | 735.40K | 741.61K | 776.28K | 737.53K | 738.78K | 736.67K | 737.72K | 755.07K | 771.59K | 746.98K | 746.70K | 762.69K | 859.11K | 893.54K | 889.51K |
| Geode Capital Management | 63.71K | 81.77K | 106.52K | 120.26K | 120.69K | 121.61K | 121.61K | 121.70K | 135.61K | 140.46K | 314.37K | 326.26K | 328.35K | 333.52K | 350.04K | 358.29K | 557.60K | 627.09K | 600.69K |
| Northern Trust Corp | 19.57K | 21.46K | 21.40K | 21.40K | 21.40K | 22.49K | 22.38K | 22.27K | 22.86K | 25.52K | 31.68K | 100.78K | 98.37K | 99.80K | 120.49K | 128.32K | 161.43K | 178.48K | 189.21K |
| Goldman Sachs Group | — | 58.77K | 60.17K | 58.77K | 58.78K | — | 58.77K | — | 65.37K | 139.56K | 80.08K | 87.12K | 102.62K | 78.07K | 61.50K | 68.28K | 120.75K | 171.92K | 180.66K |
| UBS Group AG | 11.20K | 8.57K | 9.49K | 9.41K | 955 | 3.16K | 774 | 15.21K | 774 | 774 | 4.67K | 11.24K | 43.58K | 63.38K | 26.22K | 25.21K | 3.94K | 56.36K | 90.98K |
| Renaissance Technologies | — | — | — | — | 27.64K | 61.10K | 69.49K | 87.07K | 170.42K | 177.40K | 132.40K | 140.83K | 112.83K | 113.43K | 114.23K | 114.63K | 109.72K | 97.23K | 87.03K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.98K | 77.20K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | 35.11K | 36.64K | 36.64K | 36.64K | 42.94K | 42.94K | 112.80K | 65.14K | 69.92K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | 35.81K | 27.00K | 25.88K | 26.96K | 30.60K | 34.87K | 49.49K | 50.38K | 55.68K |
| Fidelity Management & Research (FMR) | — | — | — | 1 | 1 | — | — | 28 | 1.15K | 145 | 360 | 582 | 916 | 602 | 979 | 1.25K | 3.42K | 1.26K | 39.77K |
| Arrowstreet Capital | — | — | — | — | — | — | — | 111.81K | 160.00K | 178.74K | 66.84K | — | — | — | — | — | — | — | 31.01K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | 25.37K | — | — | — | 12.14K | 15.55K | 22.95K | 22.73K | 24.78K |
| Bank of America Corp | 1.82K | 1.82K | 1.82K | 966 | 994 | 966 | 966 | 466 | 11.66K | 4.60K | 6.88K | 7.21K | 11.61K | 6.22K | 5.70K | 12.85K | 24.11K | 25.78K | 20.09K |
| Wells Fargo & Co | 3.76K | 3.35K | 3.12K | 3.00K | 2.21K | 4.76K | 4.71K | 2.01K | 1.32K | 1.33K | 6.81K | 6.86K | 8.49K | 8.89K | 9.65K | 11.47K | 25.42K | 8.71K | 19.29K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.82K | — | — | 17.89K | 18.50K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | 14.51K | — | — | — | — | — | — | — | — | 11.66K |
| Citigroup Inc | — | — | — | — | — | — | — | 23.36K | 50.84K | 49.50K | 25.17K | 9.31K | 9.85K | 8.86K | 4.89K | 236 | 2.05K | 3.28K | 10.24K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | 4.44K | 25.16K | 6.99K | 23.87K | 45.79K | 25.08K | 15.83K | 20.61K | 24.83K | — | 9.60K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 248 | 645 | 9.57K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details